Underhill: Tariffs Are Inflationary, Bond Vigilantes are Back

In the face of trade uncertainty and "inflationary" tariffs, Michael Underhill says investors need to have "real assets" in a portfolio. He sees institutional investors turning to gold and defensive assets. Longer-term, Michael believes there will be better earnings later this year as companies adapt to ongoing volatility. He believes Jerome Powell may indicate a rate hike on the table, not a rate cut, in weekend commentary expected on Sunday. Michael says there could be "recessionary type data" ahead in upcoming prints.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Fler avsnitt av Schwab Network